JGIA

Jackson Grant Investment Advisers Portfolio holdings

AUM $272M
1-Year Est. Return 12.44%
This Quarter Est. Return
1 Year Est. Return
+12.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$244M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1 +$2M
2 +$612K
3 +$159K
4
NVDA icon
NVIDIA
NVDA
+$126K
5
AVGO icon
Broadcom
AVGO
+$91.5K

Sector Composition

1 Healthcare 6.41%
2 Technology 5.97%
3 Consumer Staples 4.15%
4 Industrials 2.72%
5 Consumer Discretionary 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$19.2K 0.01%
526
227
$18.9K 0.01%
136
228
$18.3K 0.01%
120
229
$18.1K 0.01%
400
230
$17.9K 0.01%
106
231
$17.7K 0.01%
83
232
$17.6K 0.01%
38
233
$16.9K 0.01%
461
234
$16.4K 0.01%
73
235
$16.2K 0.01%
118
236
$16K 0.01%
66
237
$15.9K 0.01%
450
238
$15.2K 0.01%
29
239
$15.1K 0.01%
88
240
$15.1K 0.01%
236
241
$14.8K 0.01%
102
242
$14.3K 0.01%
109
+1
243
$13.7K 0.01%
71
244
$13.6K 0.01%
235
245
$13.5K 0.01%
77
246
$13.3K 0.01%
2,450
247
$12.7K 0.01%
221
248
$12.1K 0.01%
20
249
$12K ﹤0.01%
144
250
$11.8K ﹤0.01%
715